VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

ASML Holding N.V. vs Marriott International, Inc.

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

ASML Holding N.V.

ASML · Euronext Amsterdam

Market cap (USD)$417.7B
SectorTechnology
CountryNL
Data as of2025-12-21
Moat score
76/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into ASML Holding N.V.'s moat claims, evidence, and risks.

View ASML analysis

Marriott International, Inc.

MAR · NASDAQ

Market cap (USD)
SectorConsumer
CountryUS
Data as of2026-01-01
Moat score
72/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Marriott International, Inc.'s moat claims, evidence, and risks.

View MAR analysis

Comparison highlights

  • Moat score gap: ASML Holding N.V. leads (76 / 100 vs 72 / 100 for Marriott International, Inc.).
  • Segment focus: ASML Holding N.V. has 3 segments (23% in Installed Base Management (service, upgrades, field options)); Marriott International, Inc. has 2 segments.
  • Primary market structure: Quasi-Monopoly vs Competitive. Pricing power: Strong vs Moderate.
  • Moat breadth: ASML Holding N.V. has 6 moat types across 2 domains; Marriott International, Inc. has 4 across 3.

Primary market context

ASML Holding N.V.

Installed Base Management (service, upgrades, field options)

Market

Service, upgrades and field options for installed ASML lithography tools

Geography

Global

Customer

Owners/operators of ASML lithography systems

Role

Aftermarket service provider

Revenue share

23%

Marriott International, Inc.

U.S. & Canada Lodging Platform

Market

Branded hotel franchising & management platform (including loyalty and reservation systems)

Geography

U.S. & Canada

Customer

Two-sided: travelers (guests) and hotel owners (franchisees/owners of managed properties)

Role

Brand owner / franchisor / manager; operator of reservation, loyalty, and marketing systems

Side-by-side metrics

ASML Holding N.V.
Marriott International, Inc.
Ticker / Exchange
ASML - Euronext Amsterdam
MAR - NASDAQ
Market cap (USD)
$417.7B
n/a
Sector
Technology
Consumer
HQ country
NL
US
Primary segment
Installed Base Management (service, upgrades, field options)
U.S. & Canada Lodging Platform
Market structure
Quasi-Monopoly
Competitive
Market share
n/a
16%-18% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
76 / 100
72 / 100
Moat domains
Supply, Demand
Demand, Network, Supply
Last update
2025-12-21
2026-01-01

Moat coverage

Shared moat types

Brand Trust

ASML Holding N.V. strengths

Supply Chain ControlCapex Knowhow ScaleSwitching Costs GeneralService Field NetworkInstalled Base Consumables

Marriott International, Inc. strengths

Two Sided NetworkDistribution ControlLong Term Contracts

Segment mix

ASML Holding N.V. segments

Full profile >

EUV lithography systems (incl. High-NA)

Monopoly

n/a

DUV lithography systems

Oligopoly

n/a

Installed Base Management (service, upgrades, field options)

Quasi-Monopoly

23%

Marriott International, Inc. segments

Full profile >

U.S. & Canada Lodging Platform

Competitive

n/a

International Lodging Platform

Competitive

n/a

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Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.